Service Detail

LIC Services (Policy Advisory & Claim Support)

LIC Services help individuals and families choose the right life insurance plan, understand benefits, manage premium planning, and get support during claims. Fintax Solution simplifies the complete process—from selecting the best policy to documentation and settlement assistance.

Policy Guidance Premium Planning Claim Assistance

Why this service is important

Helps you choose LIC policies suited to your stage of life and financial goals.
Provides clarity on benefits, maturity value and risk coverage.
Ensures correct documentation for claims, loans and policy updates.

Offer Free LIC policy review and guidance for new customers.

LIC

Life Insurance Support

Get expert LIC policy guidance for term plans, savings plans, pension schemes, nominee updates and claim documentation.

What are LIC Services?

LIC Services include complete assistance for life insurance needs such as policy selection, premium planning, term insurance advice, money-back and endowment plans, pension options, children's education plans, and policy loan or revival support.

We also assist customers with claim filing, documentation and communication to ensure smooth and timely settlement.

Who is this service for?

Individuals looking for life protection or long-term savings.
Families planning for children's education or future security.
Senior citizens seeking pension and annuity plans.
Policyholders needing claim, loan, or revival assistance.

Key Benefits

Expert guidance on choosing the right LIC plan.
Assistance with premium structuring and tax benefits.
Support for policy revival, loan against policy, and surrender.
Claim documentation help to reduce delays and rejections.
Personalised advice based on your income and life stage.

Documents Required (Basic)

Policy number or policy document (for existing customers).
PAN, Aadhaar, identity & address proof.
Bank details and cancelled cheque for payouts.
Medical records (if required for certain claims).
Death certificate (for death claim cases).

How Fintax Solution Helps You

We handle the complete process for you in a simple way:

Understand your financial goals and insurance needs.
Recommend suitable LIC plans with clear explanations.
Help with proposal forms, KYC, nominee details and premium guidance.
Assist with policy loan, revival, surrender or updates.
Provide full support for claim filing, documentation and follow-ups.

Throughout the process, our team stays in touch so that you clearly understand every option and make informed decisions about your life insurance.

Why choose us?

Clear and honest LIC guidance without confusion.
Support for every step—from buying policy to maturity/claim.
Fast help for nominee updates, corrections and servicing.
Local assistance with online + offline policy work.

Quick FAQs

Which LIC plan is best for me?

The best plan depends on your age, income, and financial goals (protection, savings, pension, etc.). We guide you after understanding your needs.

Can you help with claim settlement?

Yes. We assist with documentation, form submission and communication to make the claim process smoother.

Can a lapsed policy be revived?

Yes. Many LIC policies can be revived with medical checks or premium adjustments. We help you understand the process.

What if I want to change my nominee?

Nominee updates are possible with simple forms—we help with documentation and submission.